AC
AC

Aaron Michael Copple

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4677 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

2901 West Blue Grass Blvd, Suite 320, Lehi, UT, 84043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron owns Ridgetop Holdings LLC and Creekside Cottage LLC for rental income, dedicating minimal time. He is also an insurance broker selling life, disability, long-term care, fixed annuities, and health insurance, and owns Stone Cabin LLC, dedicating about half his time to it.

Employment History
Current Registrations
MML Investors Services, LLC
October 2024 - Present · 1 yr 4 mos
MML Investors Services, LLC
October 2024 - Present · 1 yr 4 mos
MML Investors Services, LLCBroker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Morgan Stanley
January 2023 - October 2024 · 1 yr 9 mos
Morgan StanleyBroker
January 2023 - October 2024 · 1 yr 9 mos
E*trade Capital Management, LLC
June 2012 - September 2023 · 11 yrs 3 mos
E*trade Securities LLCBroker
January 2012 - September 2023 · 11 yrs 8 mos
Wells Fargo Advisors, LLC
January 2011 - November 2011 · 10 mos
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLC
December 2009 - January 2011 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
November 2009 - January 2011 · 1 yr 2 mos
State Registrations22 states
AKAZCACOFLGAILMAMOMSNCNENMNVNYOKORTNTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.